The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy and educational support services.
The Higher Education Financial Wellness Alliance was created as a result of the success of the annual Higher Education Financial Wellness Summit (originally known as the National Summit on Collegiate Financial Wellness), which was first held in 2014.
The initial primary objective behind the Summit was to bring practitioners together to explore how institutions can better provide access to financial education material that would help address issues related to student debt and a lack of financial literacy among college students. While it is still a core piece of the Summit, the programming has expanded to address barriers to degree completion that stem from students’ financial issues, such as food insecurity, homelessness, and overall financial fragility.
While the Summit has been a positive venue for bringing together financial wellness champions from around the country, there is now a clear demand for the opportunity to continue the conversations throughout the rest of the year. This is the reason for the Alliance: to be the premiere forum for conversations related to financial wellness in higher education.
Mission
The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy, and educational support services.
Vision
The Higher Education Financial Wellness Alliance will be the premier forum for conversations related to financial wellness in higher education. Through programming, policy, and research the alliance will scale impactful solutions and further the national discussion to assist campuses in developing financial wellness for students to support responsible college financing, remove barriers to degree completion, and provide lifelong skills for economic prosperity.
The 2021 HEFW Summit saw
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The Alliance Directorate
The Alliance Directorate is responsible for the year-round programming put on by the organization. The Directorate is comprised of financial wellness practitioners from around the country who are passionate about spreading the knowledge they’ve learned from their time in the field. If you have any questions about the Alliance, please reach out to info@hefwa.org.
Phil Schuman, Executive Director | Indiana University
Bryan Ashton, Managing Director | Trellis Company
Morgan McMillan, Director of Student Programming | Indiana University
Kirsten Phillips, Director of Membership | Indiana University
Philippa Satterwhite, Director of Summit Programming | University of Tennessee, Knoxville
Zach Taylor, Director of Research | Texas State University
Sara Wilson, Director of Alliance Programming | Student Connections
Brad Yeckley, Director of Volunteers | University of North Carolina at Charlotte
HEFWA Member Institutions
CampusLogic
Arkansas Tech University
California Polytechnic State University, San Luis Obispo
California State University, East Bay
California State University, Fresno
Cañada College
College of the Canyons
Fullerton College
Lassen Community College
Modesto Junior College
Mount Saint Mary's University Los Angeles
Samuel Merritt University
Sonoma State University
Stanford University
University of California, Berkeley
University of California, Riverside
Community College of Aurora
Saint Leo University
Valencia College
Dalton State College
Emory University
Spelman College
University of Hawaii at Hilo
Windward Community College
Dominican University
Loyola University Chicago
Illinois Central College
Northeastern Illinois University
Waubonsee Community College
Indiana University
Ivy Tech Community College
Ivy Tech Community College Fort Wayne
University of Indianapolis
Des Moines Area Community College
Iowa Western Community College
Simpson College
University of Iowa
University of Northern Iowa
Colby Community College
Garden City Community College
Kansas State University
Northern Kentucky University
Western Kentucky University
Tulane University
University of Maine Farmington
Frostburg State University
Salisbury University
University of Maryland Baltimore County
Boston University
Mount Holyoke College
Eastern Michigan University
Finlandia University TRIO Student Support Services
University of Michigan, Office of Financial Aid
Bemidji State University
Century College
Martin Luther College
University of Minnesota, Twin Cities
Winona State University
University of Missouri - Kansas City
University of Montana Western
Southeast Community College
University of New Hampshire
Princeton University
Rowan College at Burlington County
Northeast College of Health Sciences
Rockland Community College, SUNY
St. Lawrence University
SUNY Empire State College
Touro College & University System
University of Rochester
Vassar College
Duke University
North Carolina State University
Pitt Community College
University of North Carolina Charlotte
Wake Technical Community College
Baldwin Wallace University
Denison University
The University of Akron
East Central University
University of Tulsa
Lewis & Clark College
Oregon Health & Sciences University
Oregon State University
University of Oregon
Neumann University
Penn State Behrend
University of Pennsylvania
University of Pittsburgh
Westmoreland County Community College
Universidad Politecnica de Puerto Rico
University of Rhode Island
Charleston Southern University
Horry Georgetown Technical College
Medical University of South Carolina
Trident Technical College
University of South Carolina
Lee University
University of Tennessee Knoxville
Alamo Colleges District
Hill College
Lamar University
Sam Houston State University
Tarleton State University
Texas Woman's University
The University of Texas at Austin
University of Houston
University of Houston - Clear Lake
Wharton County Junior College
Western Governors University
University of Vermont, Larner College of Medicine
Vermont Technical College
Radford University
Virginia State University
Virginia Western Community College
William & Mary University
Yakima Valley College
Chippewa Valley Technical College
University of Wisconsin, La Crosse
University of Wisconsin, Stevens Point
